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Legacy Bridge’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Legacy Bridge’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.48M Hold
47,846
– – 0.56% 65
2025
Q4 		$1.44M Hold
47,846
– – 0.58% 62
2025
Q3 		$1.42M Buy
47,846
+825
+2% +$24K 0.59% 59
2025
Q2 		$1.32M Buy
47,021
+1,000
+2% +$26.4K 0.63% 58
2025
Q1 		$1.21M Buy
46,021
+1,201
+3% +$33.4K 0.67% 58
2024
Q4 		$1.24M Hold
44,820
– – 0.65% 60
2024
Q3 		$1.24M Hold
44,820
– – 0.67% 63
2024
Q2 		$1.16M Hold
44,820
– – 0.69% 62
2024
Q1 		$1.22M Sell
44,820
-240
-0.5% -$6.12K 0.71% 62
2023
Q4 		$1.13M Hold
45,060
– – 0.73% 64
2023
Q3 		$1.02M Hold
45,060
– – 0.72% 60
2023
Q2 		$1.07M Sell
45,060
-225
-0.5% -$5.07K 0.71% 60
2023
Q1 		$1.02M Sell
45,285
-1,500
-3% -$34.5K 0.71% 61
2022
Q4 		$1.02M Hold
46,785
– – 0.73% 59
2022
Q3 		$944K Hold
46,785
– – 0.75% 59
2022
Q2 		$978K Hold
46,785
– – 0.72% 59
2022
Q1 		$1.18M Hold
46,785
– – 0.69% 57
2021
Q4 		$1.25M Hold
46,785
– – 0.65% 62
2021
Q3 		$1.2M Sell
46,785
-270
-0.6% -$7.05K 0.69% 62
2021
Q2 		$1.23M Hold
47,055
– – 0.69% 58
2021
Q1 		$1.17M Hold
47,055
– – 0.76% 52
2020
Q4 		$1.07M Hold
47,055
– – 0.77% 48
2020
Q3 		$870K Hold
47,055
– – 0.79% 43
2020
Q2 		$825K Sell
47,055
-93
-0.2% -$1.52K 0.91% 34
2020
Q1 		$663K Sell
47,148
-3,168
-6% -$58K 0.84% 36
2019
Q4 		$1.01M Hold
50,316
– – 0.84% 34
2019
Q3 		$948K Buy
50,316
+150
+0.3% +$2.83K 0.91% 28
2019
Q2 		$955K Buy
50,166
+105
+0.2% +$1.96K 0.92% 23
2019
Q1 		$924K Buy
50,061
+258
+0.5% +$4.61K 0.95% 24
2018
Q4 		$796K Buy
+49,803
New +$870K 0.99% 22

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Bridge's SCHM Position: Q1 2026 in Review

Legacy Bridge held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 47,846 shares worth $1.48M. The position accounts for 0.56% of the portfolio, ranked #65.

Legacy Bridge first reported a position in SCHM in Q4 2018 and has held it in 30 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Legacy Bridge held 47,846 shares of Schwab US Mid-Cap ETF worth $1.48M as of Q1 2026.
  • Legacy Bridge left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.56% of Legacy Bridge's portfolio in Q1 2026, its #65 holding.
  • Legacy Bridge first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.